Digital Assets Need To Be Protected in Estate Plans

Benjamin LongCryptocurrencies, Digital Assets, Estate Planning, Incapacity

Benjamin E. Long: Attorney Focused on Digital Asset Estate Planning Benjamin E. Long is a pioneering attorney at Schlagel Long, LLC, specializing in estate planning …

Does Your Estate Plan Need a Will or a Trust or Both?

Benjamin LongAssets, Beneficiaries, Estate Planning, Heirs, Probate, Wills

Benjamin E. Long: Expert in Estate Planning with a Focus on Wills and Trusts Benjamin E. Long, a reputable estate planning attorney at Schlagel Long, …

Would an Early Retirement and Early Social Security Be Smart?

Benjamin LongEstate Planning, Gift Tax, Social Security

Options for Generating Income During the COVID-19 Crisis“For many older adults, claiming Social Security early would be a big mistake. It was a mistake made …

How Low-interest Rates Create Estate Planning Opportunities

Benjamin LongBeneficiaries, Estate Planning, Heirs

Utilizing Low-Interest Rates in Estate Planning “A more present sense of one’s own mortality may drive those who have not made plans before to begin …

Top 10 Reasons To Get Going on an Estate Plan

Benjamin LongAssets, Estate Planning, HIPAA Authorization, Inheritance, Minor Children, Wills

Importance of Estate Planning “It took my husband Mike’s heart attack to force us to recognize the need for having an estate plan. It was …

Relocating for Retirement, Family or Taxes

Benjamin LongEstate Planning Attorney, Estate Tax, Exemption, Heirs, Inheritance

The Impact of Location on Wealth Transfer “Does your ability to pass on your wealth to your heirs depend on where you live … and …

Handing Kids Keys to Your Home Is Never Good Estate Planning

Benjamin LongEstate Planning Attorney, Inheritance, Probate, Taxes

The Dangers of Transferring Home Ownership to Adult Children “Adding an adult child to your house deed, or giving them the home outright, might seem …

This Social Security Pit Could Be Costly and Stressful

Benjamin LongBenefits, Medicare, Social Security

Navigating Social Security and Avoiding Costly Pitfalls “The Social Security hell morphed into Medicare hell and, will, not doubt, morph into federal income tax hell …

Retirement Planning and Declining Abilities

Benjamin LongAlzheimer's, Dementia, Elder Law, Estate Planning Attorney, Guardians, Power of Attorney, Trusts

Navigating Cognitive Decline in Retirement Planning “When a loved one is experiencing cognitive decline, emotional and medical considerations often overshadow the financial planning that needs …

Massive Changes to RMDs From Stimulus Plan

Benjamin LongIRA, RMDs

Stimulus Plan Brings Massive Changes to RMDs and Retirement Contributions“Here are the highlights of the most recent tax changes found in the $2 trillion coronavirus …